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david_hamburg
Nintex Newbie

Auto send doc via email needs to store the email send

1. How can I make an automated email send attach an email record to the case that I originated it from?

2. How can I use case variables or Box links to personalize the email sent as part of this automation?

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Nintex Employee
Nintex Employee

Re: Auto send doc via email needs to store the email send

Hi @david_hamburg,

 

In regards to point one emails sent should show up under the activity history, if you are having an issue with this I would reach out to support. You can use tags in email templates to make them dynamic, the following link will help(https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/manageDDP/EmailTemplates.htm).

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